Expertise

  • Financial Adviser
  • Pension Advice
  • Investment Advice
  • Estate planning
  • Estate tax planning
  • Estate planning; Wills; LPA’s;
  • VCT & EIS
  • vct (venture capital trusts)
  • Long Term Care planning
  • Inheritance Tax Planning
  • Protection
  • Mortgage Advice
  • equity release mortgages
  • Equity Release
  • Equity release remortgages
  • Life and Health Protection
  • Critical illness cover
  • Income Protection
  • Retirement Advice
  • Retirement & Pension Planning
  • Retirement Options
  • Retirement Planning
  • ISA
  • Trusts & Estate Planning
  • discretionary trusts
  • SIpp

Summary

Financial Adviser at Lester Brunt Wealth Management

Bespoke financial advice to clients and businesses. Providing investment, protection, pension, mortgages, equity release and estate planning.

 


Experience

  • Lester Brunt Wealth Management

    Financial Adviser
    - Current

Email Ellis

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